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UnitedHealth

3,370 hedge funds and large institutions have $411B invested in UnitedHealth in 2024 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 1,502 increasing their positions, 1,322 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,370
Holders Change
+18
Holders Change %
+0.54%
% of All Funds
49.01%
Holding in Top 10
268
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+12.61%
% of All Funds
3.9%
New
218
Increased
1,502
Reduced
1,322
Closed
150
Calls
$3.96B
Puts
$3.85B
Net Calls
+$113M
Net Calls Change
+$604M
Name Holding Trade Value Shares
Change
Shares
Change %
NC
3026
NovaPoint Capital
Georgia
$262K
A
3027
AJOVista
Massachusetts
$262K +$21.9K +43 +9%
OWM
3028
Orgel Wealth Management
Wisconsin
$261K +$11.7K +23 +5%
SA
3029
Skyline Advisors
Washington
$260K -$18.3K -36 -7%
GWM
3030
GSB Wealth Management
Connecticut
$260K +$509 +1 +0.2%
HPA
3031
High Probability Advisors
New York
$259K
MA
3032
MAS Advisors
Florida
$259K +$2.55K +5 +1%
KL
3033
KWMG LLC
Kansas
$259K
OLA
3034
Oliver Luxxe Assets
New Jersey
$259K +$509 +1 +0.2%
VCG
3035
Vantage Consulting Group
Virginia
$257K -$14.8K -29 -5%
TFG
3036
Taylor Financial Group
Virginia
$257K
WBG
3037
Wharton Business Group
Pennsylvania
$257K
SAMT
3038
Select Asset Management & Trust
Pennsylvania
$257K
TSWM
3039
Tyler-Stone Wealth Management
Ohio
$256K -$30.5K -60 -11%
NEWAS
3040
N.E.W. Advisory Services
Wisconsin
$255K +$6.62K +13 +3%
SM
3041
Samjo Management
New York
$255K
NSEDCP
3042
NJ State Employees Deferred Compensation Plan
New Jersey
$255K
FPGK
3043
Financial Partners Group (Kansas)
Kansas
$254K
WCG
3044
Weaver Consulting Group
California
$253K -$49.4K -97 -16%
WCM
3045
Wealthcare Capital Management
Virginia
$252K -$46.3K -91 -16%
SPWG
3046
Sage Private Wealth Group
Illinois
$252K +$11.7K +23 +5%
BAM
3047
Bosun Asset Management
Illinois
$251K +$1.53K +3 +0.6%
GCM
3048
Gallacher Capital Management
Colorado
$251K -$98.9K -194 -28%
TWM
3049
Triton Wealth Management
Arizona
$251K
MF
3050
Manchester Financial
California
$250K +$15.3K +30 +7%